TNBIX Mutual Fund

TNBIX Mutual Fund

NAV$21.74
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Returns Overview

1 Month
+2.58%
3 Months
+2.87%
6 Months
+4.73%
YTD
+6.39%
1 Year
+12.13%
3 Years (annualized)
+13.73%
5 Years (annualized)
+9.38%
10 Years (annualized)
+11.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TNBIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Net Return USD Index(MWDNTR)
This Mutual Fund (YTD)
+6.39%
Peer Avg (YTD)
+9.42%
vs Peers
-3.03%

TNBIX Mutual Fund Performance

TNBIX performance across multiple time periods: 1-month 2.58%, YTD 6.39%, 1-year 12.13%, 3-year 13.73%, 5-year 9.38%, 10-year 11.09%.

TNBIX returns trail the peer average of 9.42% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

TNBIX vs another fund shows side-by-side returns. TNBIX alternatives are available in the Mutual Fund Screener.